Learn how to add a note to a transaction using the QuickBooks Online app for iOS.
It's easy to include a note with an existing transaction in the QuickBooks Online app. In this article, we'll show you the steps to do that using your iOS device.
iPhone
Here's how to add a note to an existing transaction on an iPhone.
- From the Menu ☰, select Invoices, Estimates, Sales Receipts, or Invoice Payments (whichever has the transaction you want to attach a note to).
- Select the transaction.
- Select Add notes or attachments.
- To create a new note: select Create New. Write your note, then select Save.
- To attach an existing note: select Add existing note. Select the note you want to attach, then select Attach.
- To see the attached note, select ACTIVITY.
iPad
Here's how to add a note to an existing transaction on an iPad.
- From the Menu ☰, select Sales.
- To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down ▼ menu.
- Select the transaction you want to attach a note to.
- Select Add notes or attachments.
- To create a new note, select Create new. Write your note, then select Save.
- To attach an existing note, select Add notes or attachments, then select Add existing note.
- Select Attach to attach it to an invoice, estimate, sales receipt, or payment.